See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC3+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $56,870 |
CHARLES SCHWAB & CO., INC.3+ years Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,624 | $75,284-24.8% | $91,001-37.8% | $69,631-18.7% |
| Participation rate | 45.0% | 80.4%-35.4pp | 75.6%-30.6pp | 70.7%-25.7pp |
| Annual return | 20.38% | 48.40%-28.0pp | 4.60%+15.8pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $1,045 | $2,473-57.7% | $2,456-57.4% | $2,032-48.6% |
| Participant deferral / active EE | $1,859 | $3,700-49.8% | $3,547-47.6% | $3,224-42.3% |
| Admin fee / account holder | $133 | $111+20.2% | $5,417-97.5% | $110+20.3% |